2024-05-15T17:22:13-05:00 2023-12-31 341322309 CIUNI & PANICHI INC 25201 CHAGRIN BLVD 200 CLEVELAND OH 441225683 990 2023-01-01 300262584 BLET DISABILITY AND WELFARE BENEFIT TRUST FUND BLET 2162412630 7061 EAST PLEASANT VALLEY ROAD INDEPENDENCE OH 44131 DAVID P ESTES NATIONAL SECRETARY-TREASURER 2162412630 2024-05-15 1 DAVID ESTES 999009999 0 JEFFREY R SPENCER CPA P01367852 2168317171 2024-05-15 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z EDWARD A HALL 7061 EAST PLEASANT VALLEY ROAD INDEPENDENCE OH 44131 15329400 0 X BLE-T.ORG X 2004 OH THE PURPOSE OF THE TRUST IS TO PROVIDE WELFARE BENEFITS TO RAILROAD EMPLOYEES. 3 3 0 0 0 0 0 0 5670650 5818675 440526 545561 1458 1840 6112634 6366076 0 0 5465106 5618656 0 0 0 0 0 428915 437682 5894021 6056338 218613 309738 15944542 18262614 481554 505514 15462988 17757100 THE PURPOSE OF THE TRUST IS TO PROVIDE WELFARE BENEFITS TO RAILROAD EMPLOYEES, PRIMARILY MEMBERS OF THE BROTHERHOOD OF LOCOMOTIVE ENGINEERS AND TRAINMEN LABOR UNION. 0 0 TO PROVIDE QUALIFYING PARTICIPANTS WITH SHORT-TERM DISABILITY BENEFITS FOR UP TO A MAXIMUM OF 12 MONTHS. 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 1 0 1 0 1 1 0 0 0 0 0 0 0 0 0 0 0 X 3 3 0 1 0 0 0 0 0 1 0 0 0 1 0 0 1 0 0 0 X MICHAEL COLLIER 2163773514 7061 EAST PLEASANT VALLEY ROAD INDEPENDENCE OH 44131 EDWARD A HALL CHAIRMAN 2.00 58.00 X X 0 294195 30555 DAVID P ESTES SECRETARY 2.00 58.00 X X 0 241744 30555 MARK L WALLACE TRUSTEE 2.00 58.00 X 0 248884 30555 0 784823 91665 0 0 1 0 STEALTH PARTNER GROUP 18940 N PIMA ROAD SUITE 201 SCOTTSDALE AZ 85255 INSURANCE 276637 1 EMPLOYERS CONTRIBUTIONS 900099 4930020 4930020 EMPLOYEE CONTRIBUTIONS 900099 888655 888655 5818675 389784 389784 9119101 8963324 155777 155777 155777 OTHER INCOME 900099 1840 1840 1840 6366076 5820515 0 545561 5618656 114446 29250 16414 CORNERSTONE FEES 277572 6056338 X 2009736 1636181 74130 77520 18964 17689 13818341 16484960 23371 46264 15944542 18262614 481554 505514 481554 505514 X 0 0 0 0 15462988 17757100 15462988 17757100 15944542 18262614 309738 1984374 0 X X 0 1 X 1 0 0 X 8237815 1984374 1984374 6253441 112635 112635 6366076 5943703 0 5943703 112635 112635 6056338 PART X, LINE 2: THE PLAN HAS RECEIVED AN EXEMPTION LETTER FROM THE INTERNAL REVENUE SERVICE (IRS) DATED OCTOBER 5, 2006, STATING THAT THE VEBA TRUST ESTABLISHED UNDER THE PLAN WAS IN COMPLIANCE WITH THE APPLICABLE REQUIREMENTS OF THE PROVISIONS OF SECTION 501(C)(9) OF THE INTERNAL REVENUE CODE (IRC). NO FEDERAL OR STATE INCOME TAXES HAVE BEEN RECORDED FOR THE YEAR ENDED DECEMBER 31, 2023 FOR UNRELATED BUSINESS TAXABLE INCOME. THE PLAN AND TRUST ARE REQUIRED TO OPERATE IN CONFORMITY WITH THE IRC TO MAINTAIN THE TAX-EXEMPT STATUS OF THE TRUST. THE PLAN ADMINISTRATOR BELIEVES THAT THE PLAN IS BEING OPERATED IN COMPLIANCE WITH THE APPLICABLE REQUIREMENTS OF THE IRC AND, THEREFORE, BELIEVES THAT THE RELATED TRUST WAS TAX-EXEMPT AS OF THE FINANCIAL STATEMENT DATE. ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF IT HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE IRS. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. X 0 0 0 EDWARD A HALL CHAIRMAN 0 293195 0 1000 0 0 0 0 0 30555 0 324750 0 0 MARK L WALLACE TRUSTEE 0 247884 0 1000 0 0 0 0 0 30555 0 279439 0 0 DAVID P ESTES SECRETARY 0 240744 0 1000 0 0 0 0 0 30555 0 272299 0 0 FORM 990, PART VI, SECTION A, LINE 3 TRUSTEES HAVE OUTSOURCED ADMINISTRATION OF THE TRUST TO UNIONONE, FORMERLY CORNERSTONE BENEFITS MANAGEMENT, BEGINING IN DECEMBER OF 2017. FORM 990, PART VI, SECTION A, LINE 8B NO SUCH COMMITTEES EXIST. FORM 990, PART VI, SECTION B, LINE 11B A COPY OF THE FORM 990 WAS PRESENTED TO THE ADMINISTRATIVE TRUST COMMITTEE MEMBERS FOR REVIEW AFTER BEING PREPARED BY THE TRUST'S INDEPENDENT ACCOUNTANTS AND BEING REVIEWED BY THE PLAN SPONSOR'S DIRECTOR OF ACCOUNTING. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS ARE NOT AVAILABLE TO THE PUBLIC. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. BLET CANADIAN NATIONALILLINOIS CENTRAL GENERAL COMMITTEE OF ADJUSTMENT BLET CSX WESTERN LINES GENERAL COMMITTEE OF ADJUSTMENT BLET CSX WESTERN REGION GENERAL COMMITTEE OF ADJUSTMENT BLET ILLINOIS CENTRAL GENERAL COMMITTEE OF ADJUSTMENT BLET KANSAS CITY SOUTHERN GENERAL COMMITTEE OF ADJUSTMENT BLET UNION PACIFIC CENTRAL REGION GENERAL COMMITTEE OF ADJUSTMENT BLET UNION PACIFIC EASTERN DISTRICT GENERAL COMMITTEE OF ADJUSTMENT BLET UNION PACIFIC SOUTHERN REGION GENERAL COMMITTEE OF ADJUSTMENT BLET UNION PACIFIC WESTERN REGION GENERAL COMMITTEE OF ADJUSTMENT BROTHERHOOD OF LOCOMOTIVE ENGINEERS AND TRAINMEN 7061 EAST PLEASANT VALLEY ROAD INDEPENDENCE OH 44131 300262584 PLAN SPONSOR OH 501 (C)(5) N/A N/A 0 BELT RAILWAY OF CHICAGO BOMBARDIER CANADIAN PACIFIC RAILWAY CONRAIL CSX CORPORATION KANSAS CITY SOUTHERN LONGVIEW SWITCHING METRA PORTLAND TERMINAL RAILROAD TERMINAL RAILWAY UNION PACIFIC RAILROAD 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0